Previous Rules

461-140-0100    Effective 4/01/00
Periodic and Lump-Sum Income Defined

1. Income received on a regular basis less often than monthly is periodic income.

2. Income received too infrequently or irregularly to be reasonably anticipated, or received as a one-time payment, is called lump-sum income. Lump-sum income includes:
   1. Retroactive benefits covering more than one month, whether received in a single payment or several payments.

   2. Income from inheritance, gifts, winnings and personal injury claims.

Stat. Auth: ORS 411.060
Stats. Implemented: ORS 411.060

461-140-0100
Determining Periodic or Lump-Sum Income

1. Income received on a regular basis (but not monthly) such as quarterly, semiannually, annually or as a contract employee is called periodic income.

2. Income received too infrequently or irregularly to be reasonably anticipated, or received as a one-time payment, is called lump-sum income. This includes, but is not limited to:
   1. Income from retroactive monthly or periodic benefits accumulated over more than one month and received in a single payment.

   2. Income from inheritance, gifts, winnings and personal injury settlements.

   3. Social Security benefits and SSI retroactive payments back to the date of application, even when the payment is made in monthly installments.

3. Income that can be received in a lump-sum is considered lump-sum income even when the client chooses to receive it in monthly installments.